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Diligent Investors LLC

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  2. What We Do
  3. Estate and Succession Planning

Estate and Succession Planning

You have worked hard to build and retain your wealth. A well designed estate and gifting plan can provide tremendous asset protection, ensure your assets transfer to your intended beneficiaries when and how you want them to, and reduce or eliminate the risk of paying estate tax. 

We help make the estate planning process clear and understandable, and suggest strategies that may optimize the use of your estate assets. We work in collaboration with your attorney to explore and coordinate your financial planning with your estate planning.

What We Do

  • Our Services
  • Investments
  • Estate and Succession Planning
  • Retirement Planning
  • Managing Your Finances
  • Asset Allocation
  • Business Succession Planning
  • Charitable Giving

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 800-798-5713

Email: contact@diligentinvestorsllc.com​

1447 Ford St, Suite 200, Redlands, CA 92374

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Investment advisory services are offered through Diligent Investors, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated, and neither offers legal or tax advice.  This site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department . Check the background of the investment firm on SEC’s  ADVISER CHECK.

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